July 24, 2020

ClickPOS App software setup

Getting started
Add staff names,  products & services

Learn how to setup the ClickPOS App so it is ready for operation. the guide includes how to add staff names into the system, build product catalogue, Add registers, company logo to receipts and  work flow of a sale.

The initial setup requires planning to achieve best results. Try and categorise products into groups so it is easy to make sales,  The category is also used in the selection for printing all items under the category to specific printer, like print all meals orders to the kitchen printer, and coffees to the baristas printer.

Use the following videos to get started and future maintenance for adding new employees, products or services.

Add your Employees
Learn how to add your employees that will operate the ClickPOS App. By adding their names, you can keep track of their sales history
AT20   1:32 minutes

Add your Products and Services
Learn how to add your Products you supply to your customers, including categorising and sub categorising for easier search, and adding variants. 
AT30   3:33 minutes

Build AddOns to products
Your product or service may have a list of INCLUDED items and optional ADDONS for customers to choose from. Using a Sandwich as an example to create the new product, build its options then sell and print the order docket.

Administration documents (Support centre)

Below offers more helpful hints and user preferences

By tapping the links below, you will be redirected to our support centre site which contains support for all other ClickPOS products.
We recommend you use the “ios” in the SEARCH section to find all help on this APP.

ADDING NEW STAFF

Add a new user
Overview: This process will cover the steps involved when creating a new POS user Add a new user: Tap the ‘Menu’ icon Ta… 
   Delete an existing user: Overview: This guide will cover the steps required to delete an existing user Delete an existing user: Tap the ‘Menu’ ic…             
  Update an existing user information:   Overview: This guide will cover the process to update a user personal information. Update an existing users information:… 

ADDING NEW PRODUCTS OR SERVICES

Create a new product category
Overview: This guide will cover the process involved when creating a new product category. Create a new product category…
    Modifying an existing product category name: Overview: This guide will cover the process required to change an existing product category name. Edit a product categor…

Create a new product line
Overview: This guide will cover the process involved when creating a new product line in ClickPOS iOS POS. Creating a…
   Delete an existing product line : Overview: This guide will cover the process involved when deleting an existing product line. Deleting an existing produc…
  Modifying an existing product line :Overview: This guide will cover the process of modifying an existing product line information  Modifying an existing pro…

 Auto generating variants on a new product line : Overview: After creating a new product line you also have the ability to add variants of the same product. This is highl…

Delete a single product variant
Overview: This guide will cover the process required to delete a single product variant. Delete a single product variant…

Rearrange product category view 
Overview This guide will cover the process of rearranging product category sections in the product and sale modules. Rea…

Change register terminology (name)
Overview: This guide will cover the requirements to change the register terminology.  Change register terminology: Tap t…

 Increase or decrease active registers per branch
Overview: This guide will cover the process to change the number of registers active within a branch. Increase or decrea…